Changelog

Import CSV or XLSX lead lists, map the columns once and save the mapping, skip duplicates. Work leads by status with an attempt counter and call outcomes, track lead sources, and convert a lead into a merchant, owner and deal in one step. Each shop gets a public application link (with an optional rep referral) that collects the application, consent and 3 to 6 bank statements.

We bring your contacts, deals with their pricing and stage history, lenders with their submission contacts, lender submissions and activity history across with their original dates and assignments. Documents come across as a re-upload checklist on each deal.

22 deal statuses in five phases, on a board and a table, with time in status, stage history, documents and stips, conditions, underwriting notes with version history, a pricing block you can lock once terms are agreed, and assignments for sales, broker, underwriter and lender.

Business profiles with owners and guarantors, bank accounts and existing positions. SSNs, EINs, dates of birth and bank numbers are encrypted at rest and shown masked; revealing one is permission-gated and audit-logged. Companies keep your ISO partners, lead vendors and syndicators.

Enter each account's monthly deposits, withdrawals, balances, NSFs and negative days, plus card-processor statements, and get totals, averages, trend and a combined holdback check against your own thresholds.

Store every lender's programs and criteria (revenue, time in business, credit, positions, holdback, NSFs, industries, states and more) and see which lenders each deal qualifies for, with the deciding rule behind every pass or fail and near misses flagged.

Build the package once with per-lender email templates and the deal's documents, send it from your own email, and track every status, stip request and decline reason. Offers come with the payment math worked out and compare side by side.

Mark a deal funded, keep the remittance ledger or import a lender's remittance report, and see who is renewal eligible. Track expected versus received commissions with splits, payouts and clawbacks, and reconcile a lender's commission statement CSV against your funded deals.

Dashboard, funnel, funded volume, lender and lead source reports. Tasks and an activity timeline on every record. Owner, manager, agent, processor and read-only roles, custom fields, CSV export on every list and an audit log of every change.

Every screen works in a phone browser with tap-to-call and tap-to-email. The app and the website follow your system theme.